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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,571 | $73,848-72.1% | $143,799-85.7% | $68,486-70.0% |
| Participation rate | 43.9% | 66.7%-22.8pp | 80.3%-36.4pp | 67.9%-24.0pp |
| Annual return | -20.38% | 0.91%-21.3pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $461 | $3,184-85.5% | $4,952-90.7% | $2,597-82.2% |
| Participant deferral / active EE | $3,007 | $3,385-11.2% | $5,638-46.7% | $4,028-25.3% |
| Admin fee / account holder | $1,870 | $5,755-67.5% | $14,677-87.3% | $5,404-65.4% |